See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 18 · EIN 13-5674085 | Custodial (other than securities); Di... | $16,832 |
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,041 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,098 | $56,629-85.7% | $77,999-89.6% | $55,167-85.3% |
| Participation rate | 71.9% | 73.3%-1.4pp | 75.5%-3.6pp | 69.0%+3.0pp |
| Annual return | 10.44% | 2866.98%-2856.5pp | 425.96%-415.5pp | 169.23%-158.8pp |
| Employer contribution / active EE | $971 | $1,723-43.6% | $2,470-60.7% | $1,963-50.5% |
| Participant deferral / active EE | $1,263 | $2,777-54.5% | $3,497-63.9% | $3,054-58.6% |
| Admin fee / account holder | $18 | $467-96.2% | $5,480-99.7% | $504-96.5% |